| London Jobs |
| Manchester Jobs |
| Liverpool Jobs |
| Nottingham Jobs |
| Birmingham Jobs |
| Cambridge Jobs |
| Glasgow Jobs |
| Bristol Jobs |
| Wales Jobs |
| London Jobs |
| Manchester Jobs |
| Liverpool Jobs |
| Nottingham Jobs |
| Birmingham Jobs |
| Cambridge Jobs |
| Glasgow Jobs |
| Bristol Jobs |
| Wales Jobs |
| Oil & Gas Jobs |
| Banking Jobs |
| Construction Jobs |
| Top Management Jobs |
| IT - Software Jobs |
| Medical Healthcare Jobs |
| Purchase / Logistics Jobs |
| Sales |
| Ajax Jobs |
| Designing Jobs |
| ASP .NET Jobs |
| Java Jobs |
| MySQL Jobs |
| Sap hr Jobs |
| Software Testing Jobs |
| Html Jobs |
| Job Location | Bath |
| Education | Not Mentioned |
| Salary | £27,000 - £30,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time |
In this role you will be supporting the Client Relations Manager and the Directors/IFAs in delivering agreed business objectives through the undertaking of administrative responsibilities.The role:To support the Directors/IFA in building & developing effective and profitable working relationships with clients. Always providing excellent customer service and keeping the client informed at each step of the advice process.To make client appointments only if director/IFA unavailable to do so themselves. If appointments made client should be requested to come into office in the first instance. Also try to pass call onto director /IFA/technical support to see if query can be dealt with over the phone, rather than arranging a meeting.Prepare directors/IFA for client meetings in a timely manner - pack to be provided with a typed-up Fact Find, PowerPoint presentation and regulatory documents if necessary.Setting up of all new clients on the Platform and IRESS, including setting up online access. Ensuring necessary Money Laundering checks are completed and all internal compliance documents are received and recorded in a timely manner.What’s needed to be consideredWe are looking for people who have worked in an IFA practice before and are used to working with IFA’s and their business cases; pensions, investments, mortgagesQualification towards the level 4 Diploma is an advantage but not necessaryWhat nextApply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.Synonyms: Administrator, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Operations Support